A recording of the Kanaly Trust Quarterly Investment Outlook and Strategy webinar is now available for viewing.

First Quarter 2015 Key Investment Themes covered during the call include:

  • Global growth trajectory – will growth improve?
    • U.S. decoupled from a slowing global economy in 2014
    • Impact of slower growth in China
  • Federal Reserve’s interest rate path
    • Fed wants to raise rates, but fundamentals argue against a sustained rate hike cycle
    • Deflationary effects of strong dollar, low oil prices
  • European and Japanese central banks expected to provide additional monetary stimulus (QE)
  • Politics in Europe (Greece) and in OPEC nations (Russia)
  • Impact of the plunge in crude oil prices

To watch the recording, or download a printable pdf of the presentation, visit http://www.kanaly.com/outlook.html.


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